Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,013 | $197,637+135.3% | $177,848+161.5% | $158,982+192.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 24.20% | 58.77%-34.6pp | 48.33%-24.1pp | 302.99%-278.8pp |
| Employer contribution / active EE | $16,130 | $6,698+140.8% | $5,919+172.5% | $4,763+238.7% |
| Participant deferral / active EE | $11,197 | $8,405+33.2% | $7,714+45.2% | $5,983+87.1% |
| Admin fee / account holder | $4,539 | $15,406-70.5% | $12,431-63.5% | $11,252-59.7% |